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In the Tesla Q4 2023 earnings call, Drew Baglino gave his usual battery updates. Today I'll breakdown what he said line-by-line, discuss why his comments indicate a production dip but his outlook is still positive. I'll also cover rumors by Joe Tegtmeyer about cathode updates and asymmetric lamination, as well as rumors/reports on Weibo that Tesla is importing wet coated cathode from China. 'Tesla Cybertruck deliveries hostage to battery production hell' https://twitter.com/LimitingThe/status/1737918494706954390 Joe Tegtmeyer 4680 Updates: https://twitter.com/LimitingThe/status/1742726520303415632 Weibo Rumor- Tesla Importing Cathode Rolls: https://twitter.com/LimitingThe/status/1748012290320794068 Use my referral link to purchase a Tesla product and get free credits you can redeem for awards like Supercharging miles, merchandise and accessories. https://ts.la/jordan72005 Patreon: https://www.patreon.com/thelimitingfactor Paypal: https://www.paypal.com/paypalme/limitingfactor42069 Teespring: https://teespring.com/stores/the-limiting-factor Twitter: https://twitter.com/LimitingThe Venmo: @thelimitingfactor *Timeline* 00:00 Introduction 00:54 The Reuters Article 03:05 Line 1 Swapped to the Generation 2 Cell 05:08 Production vs Assembly 08:33 Implications for the 4680 Ramp 10:42 Elon Confirms Tesla’s Cell Suppliers 12:38 Joe Tegtmeyer’s Rumor // Cell Improvements 13:48 Weibo Rumor // Cathode Rolls from China 15:16 Summary Intro Music by Dyalla: Homer Said

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The new Tesla Model 3 is really really good.

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Tesla -

✍ Join my PATREON here: https://www.patreon.com/tomnash ✍ Try Stock MVP For Free: https://www.stock-mvp.com Get 40% off with the coupon code LAST40 during checkout Nothing in this video constitutes tax, legal, financial and/or investment advice, nor does any information in this video constitute an invitation and/or solicitation to invest in a particular security. This video merely expresses the author’s opinion and should be viewed as such. Before proceeding with any investments, you should do your own research and seek advice from an independent licensed professional. The author of this video does NOT accept liability for any investment decisions, as this video is provided only for educational and entertainment purposes. Although the author has endeavored for the information in this video to be correct and accurate, he does NOT assume liability nor does he guarantee that the data will be updated, correct and/or accurate at all times.

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